Efficient Frontier Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Efficient Frontier Advisors’s Portfolio PDN Stock Details PDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$359K	Buy	9,228 +86	+0.9%	+$3.08K	0.23%	15
2025 Q1	$306K	Buy	9,142 +73	+0.8%	+$2.42K	0.2%	16
2024 Q4	$287K	Buy	9,069 +96	+1%	+$3.17K	0.19%	14
2024 Q3	$315K	Buy	8,973 +65	+0.7%	+$2.19K	0.2%	12
2024 Q2	$288K	Buy	8,908 +80	+0.9%	+$2.62K	0.2%	13
2024 Q1	$290K	Buy	8,828 +46	+0.5%	+$1.47K	0.23%	10
2023 Q4	$285K	Buy	+8,782	New	+$264K	0.24%	8

Other funds holding PDN

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OWM

Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIC

Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

DSA

Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return

Efficient Frontier Advisors's PDN Position: Q2 2025 in Review

Efficient Frontier Advisors increased its Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) stake by 0.94% in Q2 2025, buying an estimated $3.08K and bringing the position to 9,228 shares worth $359K. The position accounts for 0.23% of the portfolio, ranked #15.

Efficient Frontier Advisors first reported a position in PDN in Q4 2023 and has held it in 7 quarters since. 96 funds tracked by Wall St. Rank hold PDN as of Q2 2025.

Efficient Frontier Advisors held 9,228 shares of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF worth $359K as of Q2 2025.
Efficient Frontier Advisors bought 86 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2025, an estimated $3.08K.
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF made up 0.23% of Efficient Frontier Advisors's portfolio in Q2 2025, its #15 holding.
Efficient Frontier Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2023 and has held it in 7 quarters since.
96 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2025.

Based on Efficient Frontier Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.